David F. Young Md PC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: David F. Young Md PC
  • Sponsor EIN: 930813335
  • Sponsor Address: 1309 NE SIXTH ST, GRANTS PASS, OR, 975261252
  • Plan Type: 401(k)
  • Total Participants: 15
  • Total Assets: $3.8M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202415$3.8M$76,554$21,875
202311$10.6M$86,800$72,400
202210$9.4M$77,471$65,680

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